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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Overview Fund Activity

619 hedge funds and large institutions have $23.2B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 265 increasing their positions, 200 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
+18
Holders Change %
+3%
% of All Funds
16.54%
Holding in Top 10
87
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.4%
% of All Funds
2.32%
New
70
Increased
265
Reduced
200
Closed
47
Calls
$627M
Puts
$1.69B
Net Calls
-$1.06B
Net Calls Change
-$131M

Top Buyers

1
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$1.6B
2
Bank of America
Bank of America
North Carolina
$2.45B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$586M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$199M
5
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.01B

Top Sellers

1
WIM
Windhaven Investment Management
Massachusetts
$78M
2
Goldman Sachs
Goldman Sachs
New York
$506M
3
Wells Fargo
Wells Fargo
California
$1.33B
4
UBS Group
UBS Group
Switzerland
$783M
5
AB
Aozora Bank
Japan
$407M
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
626
1832 Asset Management
Ontario, Canada
– -$11.8M -95,914 Closed
EA
627
Euclid Advisors
Connecticut
– -$9.25M -75,400 Closed
PAS
628
Park Avenue Securities
New York
– -$8.73M -70,906 Closed
Axa
629
Axa
France
– -$7.7M -62,750 Closed
MP
630
Manifold Partners
California
– -$7.28M -59,295 Closed
UOC
631
UBS O'Connor
Illinois
– -$6.14M -50,000 Closed
AP
632
Advisors Preferred
Maryland
– -$5.03M -41,040 Closed
DA
633
DSC Advisors
Illinois
– -$4.07M -33,120 Closed
PTCG
634
Pring Turner Capital Group
California
– -$3.96M -32,265 Closed
CCWA
635
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$3.19M -25,960 Closed
CIM
636
Confluence Investment Management
Missouri
– -$3.07M -25,049 Closed
ProShare Advisors
637
ProShare Advisors
Maryland
– -$2.36M -19,225 Closed
NL
638
NWAM LLC
Washington
– -$1.98M -16,165 Closed
IOOF
639
Independent Order of Foresters
Ontario, Canada
– -$1.93M -15,700 Closed
BCM
640
Bluefin Capital Management
New York
– -$1.46M -11,930 Closed
GXMC
641
Global X Management Company
New York
– -$1.43M -11,679 Closed
MCM
642
MKP Capital Management
New York
– -$1.23M -10,000 Closed
MBT
643
Montecito Bank & Trust
California
– -$1.2M -9,776 Closed
CP
644
Coho Partners
Pennsylvania
– -$838K -6,950 Closed
CI
645
Cavalier Investments
Georgia
– -$825K -6,719 Closed
TNB
646
Thomasville National Bank
Georgia
– -$488K -3,974 Closed
ECM
647
ETrade Capital Management
Virginia
– -$485K -3,955 Closed
KC
648
Kingfisher Capital
North Carolina
– -$444K -3,615 Closed
FCCM
649
First City Capital Management
Georgia
– -$376K -3,064 Closed
WA
650
WealthTrust-Arizona
Arizona
– -$366K -2,979 Closed
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